CLAREMONT MCKENNA COLLEGE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT MCKENNA COLLEGE (EIN 95-1664101)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201431339349304648
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T16:53:44-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 West March Lane Suite 100 | AddressLine1 |
| City | Stockton | City |
| State | CA | State |
| ZIP Code | 95219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951664101 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claremont McKenna College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAR | NameControl |
| Phone | 9096218043 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E Ninth Street | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mia Alonzo | Name |
| Title | Controller | Title |
| Phone | 9096218043 | Phone |
| Date Signed | 2014-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRACY S PAGLIA | Name |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Pamela Gann | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E Ninth Street | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 748362865 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.claremontmckenna.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | CMC is an independent, residential, liberal arts college whose mission is to educate its students for responsible leadership in business, government, and the professions. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 42 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 41 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1804 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -310173 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1740115 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 71256118 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 30956801 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 73989930 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 75337658 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 20365857 | InvestmentIncomePriorYear |
| Investment Income Current Year | 41286157 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1460499 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1303855 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 167072404 | TotalRevenuePriorYear |
| Total Revenue Current Year | 148884471 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 20039546 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 20743168 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 47899441 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 50891858 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4520626 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 49247720 | OtherExpensePriorYear |
| Other Expenses Current Year | 49871092 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 117186707 | TotalExpensesPriorYear |
| Total Expenses Current Year | 121506118 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 49885697 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 27378353 | RevenuesLessExpensesCY |
| Total Assets BOY | 1037493741 | TotalAssetsBOY |
| Total Assets EOY | 1150673481 | TotalAssetsEOY |
| Total Liabilities BOY | 202795725 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 232230326 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 834698016 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 918443155 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Claremont McKenna College is a highly selective, independent, coeducational, residential, liberal arts college. Its mission, within the mutually supportive framework of The Claremont Colleges, is to educate its students for thoughtful and productive lives and responsible leadership in business, government, and the professions, and to support faculty and student scholarship that contribute to intellectual vitality and the understanding of public policy issues. The College pursues this mission by providing a liberal arts education that emphasizes economics and political science, a professoriate that is dedicated to effective undergraduate teaching, a close student-teacher relationship that fosters critical inquiry, an active residential and intellectual environment that promotes responsible citizenship, and a program of research institutes and scholarly support that makes possible a faculty of teacher-scholars. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 102677099 | Expense |
| Grants | 20743168 | Grants |
| Revenue | 75149881 | Revenue |
| Description | The College's primary exempt purpose achievement is providing a liberal arts education that emphasizes economics and political science, a professoriate that is dedicated to effective undergraduate teaching, a close student-teacher relationship that fosters critical inquiry, an active residential and intellectual environment that promotes responsible citizenship, and a program of research institutes and scholarly support that makes possible a faculty of teacher-scholars. | Description |
| Total Program Service Expense | 102677099 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2328 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1804 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 42 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 41 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mia Alonzo | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9096218043 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (55 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Pamela Gann | |||||||||
| President | 40.00 | 2.00 | X | X | 611675 | 0 | 123112 | ||
| Harry T McMahon | |||||||||
| Chairman of the Board | 1.00 | 1.00 | X | X | 0 | 0 | 0 | ||
| Peter K Barker | |||||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 | |||
| James B Bemowski | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Abbott L Brown | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Arie Steven Crown | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Robert A Day | |||||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 | |||
| David Dreier | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Steven L Eggert | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Barton Evans | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Carol Hartman | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| E David Hetz | |||||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 | |||
| Jeffrey S Klein | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Henry R Kravis | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Carolyn B Kuhl | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Michael B Lang | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Michael Larson | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Thomas C Leppert | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Perry A Lerner | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Robert J Lowe | |||||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 | |||
| James B McElwee | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| David G Mgrublian | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Thomas M Mitchell | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Akshata N Murty | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Robert C Nakasone | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Thomas B Neff | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Kenneth M Novack | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| William F Podlich | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Frederic J Prager | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| John C Pritzlaff III | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| George R Roberts | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Rossi A Russell | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Karl M Schade | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Julie T Spellman Sweet | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Kenneth J Valach | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Shaw B Wagener | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Christopher V Walker | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Nancy K Falk | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Christine H Mann | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Douglas L Peterson | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Rey Ramsey | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Jill W Mullen | |||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||||
| Robin Aspinall | |||||||||
| VP/Bus & Adm/Treas | 40.00 | 2.00 | X | 260040 | 0 | 30622 | |||
| Matthew Bibbens | |||||||||
| VP/General Counsel & Sec | 40.00 | 2.00 | X | 222583 | 0 | 53631 | |||
| Mia Alonzo | |||||||||
| Controller | 4.00 | 20.00 | X | 0 | 117221 | 26370 | |||
| Gregory Hess | |||||||||
| VP/Acad Aff/Dean of Fac | 40.00 | 294880 | 0 | 76636 | X | ||||
| Jefferson Huang | |||||||||
| VP/Student Affairs & Admis | 40.00 | 204281 | 0 | 40422 | X | ||||
| John Faranda | |||||||||
| VP/Alumni Affairs | 40.00 | 186995 | 0 | 27620 | X | ||||
| James Floyd | |||||||||
| VP/Chief Investment Office | 40.00 | 213875 | 0 | 24591 | X | ||||
| Ernest Iseminger | |||||||||
| VP for Dev & Ext Relations | 40.00 | 304597 | 0 | 42051 | X | ||||
| Lisa Meulbroek | |||||||||
| Faculty | 40.00 | 314469 | 0 | 28822 | X | ||||
| Janet Smith | |||||||||
| Faculty | 40.00 | 259393 | 0 | 39276 | X | ||||
| Eric Hughson | |||||||||
| Faculty | 40.00 | 291835 | 0 | 45790 | X | ||||
| Stephen Blomberg | |||||||||
| Faculty | 40.00 | 282431 | 0 | 52724 | X | ||||
| Henrik Cronqvist | |||||||||
| Faculty | 40.00 | 294608 | 0 | 34740 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3741662 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 117221 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 646407 | TotalOtherCompensation |
| Number Individuals GT100 K | 122 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Perera Construction & Design Inc | |||||
| 2890 Inland Empire Blvd Suite 102 | Ontario | CA | 91764 | Construction | 2517846 |
| Bon Appetit Inc | |||||
| 1000 West Temple Street | Los Angeles | CA | 900740196 | Food Service | 2472319 |
| Cambridge Associates LLC | |||||
| PO Box 83232 | Chicago | IL | 606910232 | Consultant Services | 1093851 |
| O'Melveny Meyers LLP | |||||
| PO Box 894436 | Los Angeles | CA | 901894436 | Attorney | 1076239 |
| John Friedman Alice Kimm Architects | |||||
| 701 E 3rd St Suite 300 | Los Angeles | CA | 90013 | Architects | 658590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 30 | NumberOfContractorsGT100K |
| Government Grants | 252806 | GovernmentGrants |
| All Other Contributions | 30703995 | AllOtherContributions |
| Noncash Contributions | 1475378 | NoncashContributions |
| Total Contributions | 30956801 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| Tuition & fees | 611600 | 72994573 | 72994573 | |
| Private contracts | 900099 | 735076 | 735076 | |
| Fed. grants & contracts | 611600 | 657185 | 657185 | |
| Children sch. tuition | 611710 | 552301 | 552301 | |
| Rental & catering | 531390 | 305129 | 117352 | $187,777 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93394 | TotalRevenueColumn |
| Related Or Exempt Function Income | 93394 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 75337658 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5860672 | TotalRevenueColumn |
| Unrelated Business Revenue | -1738686 | UnrelatedBusinessRevenue |
| Exclusion | $7,599,358 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103547 | TotalRevenueColumn |
| Exclusion | $103,547 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 436 | TotalRevenueColumn |
| Exclusion | $436 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 871793 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 529457 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 342336 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 342336 | TotalRevenueColumn |
| Exclusion | $342,336 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 634270875 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 598948937 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35321938 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35321938 | TotalRevenueColumn |
| Unrelated Business Revenue | 1428513 | UnrelatedBusinessRevenue |
| Exclusion | $33,893,425 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Miscellaneous income | 900099 | 891432 | $891,432 |
| Vending, store & laundry | 453000 | 69651 | $69,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 961083 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 148884471 | TotalRevenueColumn |
| Related Or Exempt Function Income | 75149881 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -310173 | UnrelatedBusinessRevenue |
| Exclusion | $43,087,962 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20743168 | Total |
| Program Services | 20743168 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2866346 | Total |
| Program Services | 1061575 | ProgramServices |
| Management And General | 1019455 | ManagementAndGeneral |
| Fundraising | 785316 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339655 | Total |
| Program Services | 266459 | ProgramServices |
| Management And General | 73196 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36641107 | Total |
| Program Services | 32806986 | ProgramServices |
| Management And General | 2013361 | ManagementAndGeneral |
| Fundraising | 1820760 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4360118 | Total |
| Program Services | 3849900 | ProgramServices |
| Management And General | 321303 | ManagementAndGeneral |
| Fundraising | 188915 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3880753 | Total |
| Program Services | 3325740 | ProgramServices |
| Management And General | 313060 | ManagementAndGeneral |
| Fundraising | 241953 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2803879 | Total |
| Program Services | 2401095 | ProgramServices |
| Management And General | 250524 | ManagementAndGeneral |
| Fundraising | 152260 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303367 | Total |
| Program Services | 34660 | ProgramServices |
| Management And General | 268707 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275032 | Total |
| Management And General | 275032 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3556779 | Total |
| Management And General | 3556779 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3101098 | Total |
| Program Services | 2398980 | ProgramServices |
| Management And General | 492975 | ManagementAndGeneral |
| Fundraising | 209143 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1756586 | Total |
| Program Services | 808605 | ProgramServices |
| Management And General | 746209 | ManagementAndGeneral |
| Fundraising | 201772 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4068172 | Total |
| Program Services | 3348273 | ProgramServices |
| Management And General | 486055 | ManagementAndGeneral |
| Fundraising | 233844 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1391800 | Total |
| Program Services | 1235214 | ProgramServices |
| Management And General | 94010 | ManagementAndGeneral |
| Fundraising | 62576 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2071693 | Total |
| Program Services | 1952040 | ProgramServices |
| Management And General | 94156 | ManagementAndGeneral |
| Fundraising | 25497 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3573565 | Total |
| Program Services | 3071947 | ProgramServices |
| Management And General | 268522 | ManagementAndGeneral |
| Fundraising | 233096 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124232 | Total |
| Program Services | 100152 | ProgramServices |
| Management And General | 17370 | ManagementAndGeneral |
| Fundraising | 6710 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7465226 | Total |
| Program Services | 7107889 | ProgramServices |
| Management And General | 261910 | ManagementAndGeneral |
| Fundraising | 95427 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8175402 | Total |
| Program Services | 5404282 | ProgramServices |
| Management And General | 2700794 | ManagementAndGeneral |
| Fundraising | 70326 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7496938 | Total |
| Program Services | 7075107 | ProgramServices |
| Management And General | 309180 | ManagementAndGeneral |
| Fundraising | 112651 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 374246 | Total |
| Program Services | 114585 | ProgramServices |
| Management And General | 238100 | ManagementAndGeneral |
| Fundraising | 21561 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Food & housing | 2946134 | 2859749 | 73580 | 12805 |
| Building repair | 1689154 | 1635833 | 39947 | 13374 |
| Noncap equip | 554495 | 541166 | 11855 | 1474 |
| Books & periodicals | 160951 | 145815 | 9759 | 5377 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 786222 | Total |
| Program Services | 387879 | ProgramServices |
| Management And General | 372554 | ManagementAndGeneral |
| Fundraising | 25789 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121506118 | Total |
| Program Services | 102677099 | ProgramServices |
| Management And General | 14308393 | ManagementAndGeneral |
| Fundraising | 4520626 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 406633 | BOY |
| EOY | 1659019 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14752644 | BOY |
| EOY | 20118884 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208789971 | BOY |
| EOY | 206532776 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4902436 | BOY |
| EOY | 5217973 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82082 | BOY |
| EOY | 72757 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4640890 | BOY |
| EOY | 5500668 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 259802547 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 73303901 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178483851 | BOY |
| EOY | 186498646 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387012012 | BOY |
| EOY | 433439821 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220867154 | BOY |
| EOY | 274424685 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11803908 | BOY |
| EOY | 11348633 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5752160 | BOY |
| EOY | 5859619 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1037493741 | BOY |
| EOY | 1150673481 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11686510 | BOY |
| EOY | 16123117 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1040815 | BOY |
| EOY | 1289309 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137567447 | BOY |
| EOY | 162349431 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1228003 | BOY |
| EOY | 1072139 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51272950 | BOY |
| EOY | 51396330 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 202795725 | BOY |
| EOY | 232230326 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175679254 | BOY |
| EOY | 211539562 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382213922 | BOY |
| EOY | 413013068 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 276804840 | BOY |
| EOY | 293890525 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 834698016 | BOY |
| EOY | 918443155 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1037493741 | BOY |
| EOY | 1150673481 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 27378353 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 51257718 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 5109068 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 632470112 | BeginningOfYearBalance |
| Contributions | 12135943 | Contributions |
| Investment Earnings Or Losses | 95707378 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7539559 | GrantsOrScholarships |
| Other Expenditures | 16752664 | OtherExpenditures |
| Administrative Expenses | 4117419 | AdministrativeExpenses |
| End Of Year Balance | 711903791 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 651200402 | BeginningOfYearBalance |
| Contributions | 11476757 | Contributions |
| Investment Earnings Or Losses | -922179 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7393873 | GrantsOrScholarships |
| Other Expenditures | 18066286 | OtherExpenditures |
| Administrative Expenses | 3824709 | AdministrativeExpenses |
| End Of Year Balance | 632470112 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 571947973 | BeginningOfYearBalance |
| Contributions | 11786353 | Contributions |
| Investment Earnings Or Losses | 96375840 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7340993 | GrantsOrScholarships |
| Other Expenditures | 17689208 | OtherExpenditures |
| Administrative Expenses | 3879563 | AdministrativeExpenses |
| End Of Year Balance | 651200402 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 513512739 | BeginningOfYearBalance |
| Contributions | 17195554 | Contributions |
| Investment Earnings Or Losses | 69610780 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7184110 | GrantsOrScholarships |
| Other Expenditures | 17251378 | OtherExpenditures |
| Administrative Expenses | 3935612 | AdministrativeExpenses |
| End Of Year Balance | 571947973 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 645981488 | BeginningOfYearBalance |
| Contributions | 2533156 | Contributions |
| Investment Earnings Or Losses | -105264239 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7027118 | GrantsOrScholarships |
| Other Expenditures | 18405549 | OtherExpenditures |
| Administrative Expenses | 4304999 | AdministrativeExpenses |
| End Of Year Balance | 513512739 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.38100 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.42900 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5010325 | OtherCostOrOtherBasis |
| Book Value | 5010325 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 195694061 | OtherCostOrOtherBasis |
| Depreciation | 52261612 | Depreciation |
| Book Value | 143432449 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26526001 | OtherCostOrOtherBasis |
| Depreciation | 14896116 | Depreciation |
| Book Value | 11629885 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32572160 | OtherCostOrOtherBasis |
| Depreciation | 6146173 | Depreciation |
| Book Value | 26425987 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 186498646 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Assets whose use is limited | 27880516 | F |
| Private equity and venture capital | 71019248 | F |
| Real Estate, Energy, & Timber | 48052540 | F |
| Long/Short Equity | 44764497 | F |
| Absolute Return Funds | 82707884 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 274424685 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Annuities payable | $43,275,873 |
| Defined benefit plan payable | $1,196,423 |
| Funds held in trust | $2,852,833 |
| Government advance for student loans | $3,223,816 |
| Asset Retirement Obligation | $847,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 51396330 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 181308408 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 51257718 | NetUnrealizedGainsInvestments |
| Other Revenues | 5638525 | OtherRevenues |
| Revenue Not Rptd F990 | 56896243 | RevenueNotRptdF990 |
| Revenue Subtotal | 124412165 | RevenueSubtotal |
| Investment Expenses Not Included | 4117419 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 20354887 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 24472306 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 148884471 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 97563269 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 529457 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 529457 | ExpensesNotRptdF990 |
| Expenses Subtotal | 97033812 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 4117419 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 20354887 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 24472306 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 121506118 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The College uses the earnings of its endowment funds in accordance with donor restrictions. Where no donor intent is specified, the earnings fund the general operations of the College. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The College had no unrecognized tax benefits and/or obligations at June 30, 2013 and 2012. |
| Part XI, Line 2d - Other Adjustments: | Rental expenses reclassified to Form 990, part VIII, line 6b 529,457. Actuarial adjustment 4,344,054. Staff retirement plan comprehensive loss 765,014. | |
| Part XI, Line 4b - Other Adjustments: | Student aid, reclassified to expenses 20,354,887. | |
| Part XII, Line 2d - Other Adjustments: | Rental expenses reclassified to Form 990, part VIII, line 6b 529,457. | |
| Part XII, Line 4b - Other Adjustments: | Student aid, reclassified to expenses 20,354,887. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Explanation of Nondiscriminatory Policy Publication | Schedule E, Part I, Line 3 | The College's Non-Discrimination Policy is publicized in brochures, the catalog, and is accessible on the college website. |
| Explanation of Government Financial Assistance | Schedule E, Part I, Line 6 | Claremont McKenna College participates in the Pell Grant, Supplemental Educational Opportunity Grant, College Work-Study, and Perkins Loan programs. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | 171281440 |
| Europe | 0 | 0 | Investments | 18888237 |
| North America | 0 | 0 | Investments | 269814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 190439491 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 190439491 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Financial Aid | TypeOfGrant |
| Number Of Recipients | 626 | NumberOfRecipients |
| Amount Of Cash Grant | 20743168 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The College monitors the use of grant funds by verifying student enrollment records maintained by the Office of the Registrar and the office of Student Accounts. Enrollment verification is performed prior to awarding of grant funds and throughout the academic year. The Office of Financial Aid monitors the College's compliance with grant agreement requirements throughout the academic year, and keeps current of compliance requirements by participating in professional development workshops and reviewing federal compliance updates from the Department of Education and NASFAA. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pamela Gann | ||||||||||||||
| President | 445173 | 0 | 0 | 0 | 166502 | 0 | 44798 | 0 | 78314 | 0 | 734787 | 0 | 115126 | 0 |
| Robin Aspinall | ||||||||||||||
| VP/Bus & Adm/Treas | 259200 | 0 | 0 | 0 | 840 | 0 | 27798 | 0 | 2824 | 0 | 290662 | 0 | 0 | 0 |
| Matthew Bibbens | ||||||||||||||
| VP/General Counsel & Sec | 196743 | 0 | 25000 | 0 | 840 | 0 | 23533 | 0 | 30098 | 0 | 276214 | 0 | 0 | 0 |
| Gregory Hess | ||||||||||||||
| VP/Acad Aff/Dean of Fac | 291830 | 0 | 0 | 0 | 3050 | 0 | 27798 | 0 | 48838 | 0 | 371516 | 0 | 0 | 0 |
| Jefferson Huang | ||||||||||||||
| VP/Student Affairs & Admis | 203850 | 0 | 0 | 0 | 431 | 0 | 23288 | 0 | 17134 | 0 | 244703 | 0 | 0 | 0 |
| John Faranda | ||||||||||||||
| VP/Alumni Affairs | 185795 | 0 | 0 | 0 | 1200 | 0 | 20326 | 0 | 7294 | 0 | 214615 | 0 | 0 | 0 |
| James Floyd | ||||||||||||||
| VP/Chief Investment Office | 212675 | 0 | 0 | 0 | 1200 | 0 | 23517 | 0 | 1074 | 0 | 238466 | 0 | 0 | 0 |
| Ernest Iseminger | ||||||||||||||
| VP for Dev & Ext Relations | 303757 | 0 | 0 | 0 | 840 | 0 | 27798 | 0 | 14253 | 0 | 346648 | 0 | 0 | 0 |
| Lisa Meulbroek | ||||||||||||||
| Faculty | 314469 | 0 | 0 | 0 | 0 | 0 | 27798 | 0 | 1024 | 0 | 343291 | 0 | 0 | 0 |
| Janet Smith | ||||||||||||||
| Faculty | 258553 | 0 | 0 | 0 | 840 | 0 | 28398 | 0 | 10878 | 0 | 298669 | 0 | 0 | 0 |
| Eric Hughson | ||||||||||||||
| Faculty | 290975 | 0 | 0 | 0 | 860 | 0 | 27798 | 0 | 17992 | 0 | 337625 | 0 | 0 | 0 |
| Stephen Blomberg | ||||||||||||||
| Faculty | 281375 | 0 | 0 | 0 | 1056 | 0 | 27798 | 0 | 24926 | 0 | 335155 | 0 | 0 | 0 |
| Henrik Cronqvist | ||||||||||||||
| Faculty | 294608 | 0 | 0 | 0 | 0 | 0 | 27798 | 0 | 6942 | 0 | 329348 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Part I, Line 1a: - Housing allowance or residence for personal use - The College provides housing to the president as a condition of her employment. - Health or social club dues - The College pays dues for the California Club for the sole purpose of conducting college business; no personal social activities are allowed. - Personal services - The College provides cleaning services to the President's house, a college-owned building, which is used for college activities. The value of the employer provided housing has been determined to meet the criteria of Sec 119 and is therefore reported as a non-taxable benefit. Because no personal social activities are conducted, the dues are not included in taxable compensation. No material cleaning services are performed in the private use sections of the house, therefore, the value of the services is not included in taxable compensation. |
| Part I, Line 4b | Pamela Gann participates in a nonqualified deferred compensation plan under section 457(f). A distribution of $156,843 was made from the plan during the year. |
| Part I, Line 7 | Matthew Bibbens received a one-time discretionary bonus for extra project work. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| California Educational Facilities Authority | ||||||||
| A | 521705592 | 130178RU2 | 2009-01-22 | 80338739 | Finance the cost of acquisition/construction of new educational facilities. | 0 | 0 | 0 |
| California Educational Facilities Authority | ||||||||
| B | 521705592 | 130178HT6 | 2007-05-31 | 42697442 | Finance the cost of acquisition/constr of new edu fac & refunding of bonds. | 0 | 0 | 0 |
| California Educational Facilities Authority | ||||||||
| C | 521705592 | 130178C95 | 2011-07-07 | 5908645 | Refund a portion of Authority's Series 1999 bonds & pay certain bond costs | 0 | 0 | 0 |
| California Educational Facilities Authority | ||||||||
| D | 521705592 | 130178T48 | 2012-11-28 | 34197474 | Finance the cost of acquisition/constr of new edu fac & refunding of bonds. | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount In Reserve FundAmountInReserveFund |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 630000 | 82498201 | 1005307 | 75464033 | 5932608 | 2012 | 0 | 0 | 1 | 1 | |
| B | 240000 | 44443284 | 595011 | 30007312 | 12132532 | 2009 | 1 | 1 | 1 | 1 | |
| C | 5908645 | 116290 | 5908645 | 2012 | 1 | 0 | 1 | 1 | |||
| D | 34263458 | 30472 | 1829107 | 7964062 | 1 | 0 | 0 | 1 | 24708008 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Engage Bond Counsel ContractsEngageBondCounselContracts |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 | |
| B | 0 | 0 | 1 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 | 1 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 | |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied |
|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||
| A | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 | ||
| Hypo Public Finance | |||||||||||
| B | 0 | 0 | 0 | 1 | 0 | 0 | 1 | 0 | 1 | 5.100000000000 | 1 |
| (no name) | |||||||||||
| C | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 1 | ||
| (no name) | |||||||||||
| D | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | ||
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule K Part IV, Arbitrage, Line 2c | Date Rebate Computation Performed | Issuer Name: California Educational Facilities Authority Date the Rebate Computation was Performed: 02/21/2012 Issuer Name: California Educational Facilities Authority Date the Rebate Computation was Performed: 05/31/2009 Issuer Name: California Educational Facilities Authority Date the Rebate Computation was Performed: 07/07/2011 |
| Schedule K Supplental Information | Part II, line 3: The difference between part II, line 3 and issue price in part I is due to investment income. Schedule K, Part III, line 3a, column C: Euclid Management manages the College's single-family rental home inventory for its rental program to faculty and staff, however, it was determined there is no private business issue due to safe harbor rules. |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jefferson Huang | NamePerson |
| Relationship With Organization | Dean of Students | RelationshipWithOrganization |
| Purpose Of Loan | Housing Assistance | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $100,000 | OriginalPrincipalAmount |
| Balance Due | 72757 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 72757 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Mary Spellman | |||
| Family Member of Julie T. Spellman Sweet, Trustee | 129104 | Employment | 0 |
| Amy Bibbens | |||
| Family Member of Matthew Bibbens, Officer | 73196 | Employment | 0 |
| Lora Hess | |||
| Family Member of Gregory Hess, Key Employee | 106132 | Employment | 0 |
| Catherine Huang | |||
| Family Member of Jefferson Huang, Key Employee | 31222 | Employment | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 28 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1459069 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Supplies | Description |
| Number Of Contributions | 33 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16309 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 2 | Henry R. Kravis and George R. Roberts are partners of Kohlberg Kravis Robert & Co. | |
| Form 990, Part VI, Section B, line 11 | The College utilizes a process for review of the IRS Form 990, "Return of Organization Exempt from Income Tax", that involves multiple layers of management as well as governing board members. The College has engaged an outside accounting firm to prepare the 990 using information provided by the College's Treasurer's Office and Claremont University Consortium's Office of Financial Services. Once a draft has been prepared, it is reviewed by individuals in the Office of Financial Services, the Office of Human Resources, and the College's Treasurer's Office, and changes are made as needed. Once a revised draft is available, it is reviewed by the Controller and the Vice President for Business and Administration/Treasurer. After this review and any resulting changes are complete, the revised draft is provided to members of the College's Audit Committee for questions and comments. Once questions and comments from the Audit Committee are fielded and issues resolved, the 990 is provided to all voting members of the Board of Trustees prior to filing. | |
| Form 990, Part VI, Section B, line 12c | Officers, trustees, and key employees are required to annually sign and submit to the Treasurer a statement disclosing all material financial interests of the individual or immediate family member in any outside entity in which the College has or is considering a transaction or other business relationship. The Treasurer creates a summary report of these and any other known conflict of interest disclosures for review by the Audit Committee. All transactions in which the Audit Committee has determined that a conflict exists are approved or ratified by the Board of Trustees. | |
| Form 990, Part VI, Section B, line 15 | The College's process for determining compensation of all corporate officers, key employees, and disqualified persons is performed on an annual basis and includes the following elements: 1) use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations, 2) review of comparable compensation data and approval of compensation arrangements by a Compensation Subcommittee of the Executive Committee of the Board of Trustees, and 3) contemporaneous documentation with respect to deliberations and decisions regarding compensation arrangements. Data as to comparable compensation is derived from one or more of the following sources: a) Information compiled from IRS Form 990 reports, b) other regional or national compensation surveys, including an annual compensation survey published by the College and University Professional Association for Human Resources, and c) external consultant surveys and/or databases. | |
| Form 990, Part VI, Section C, line 19 | Form 990, Part VI, Section C, Line 19: -Financial statements and conflict of interest policy are available on the College website. -Governing/organizing documents are not available to the public. | |
| Form 990, Part XI, line 9: | Actuarial adjustment 4,344,054. Staff retirement plan comprehensive loss 765,014. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Claremont University Consortium | |||||||||||
| 101 S Mills Ave | Claremont | CA | 91711 | 954786748 | Supporting Organization | CA | 501(c)(3) | 11a, type I | N/A | 0 | |
| Claremont McKenna College Foundation | |||||||||||
| 500 E 9th Street | Claremont | CA | 91711 | 330735781 | Supporting Organization | CA | 501(c)(3) | 11a, type I | 1 | Claremont McKenna College | |
| Claremont McKenna College Endowment Corporation | |||||||||||
| 500 E 9th Street | Claremont | CA | 91711 | 956078705 | Supporting Organization | CA | 501(c)(3) | 11a, type I | 1 | Claremont McKenna College | |
| Milosz Institute & Archives | |||||||||||
| 850 Columbia Ave Adams Hall 208 | Claremont | CA | 91711 | 270402963 | Archive and Research | CA | 501(c)(3) | 11a, type I | 1 | Claremont McKenna College | |
| Children's Education Center of Claremont | |||||||||||
| 500 E 9th Street | Claremont | CA | 91711 | 954508952 | Preschool and Elementary School | CA | 501(c)(3) | Line 2 | 1 | Claremont McKenna College | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| Pre-69 Trusts (5) | ||||||||
| 101 South Mills Ave | Claremont | CA | 91711 | Holdings | CA | N/A | T | 0 |
| Charitable Remainder Unitrust (14) | ||||||||
| 101 South Mills Ave | Claremont | CA | 91711 | Holdings | CA | N/A | T | 0 |
| Pooled Income Fund (1) | ||||||||
| 101 South Mills Ave | Claremont | CA | 91711 | Holdings | CA | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |